After a good solid month without press releases or
Post# of 148158
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Posted On: 10/27/2020 8:20:30 AM
After a good solid month without press releases or opportunities to see NP talking about where we stand it's been nice to get some activity hitting the wire. Just like the old days.
I was up this morning at 5:30am because my son often gets up early. It's a special kind of torture to be woken up from a deep sleep (that you need because wine is delicious) because your kid wants to show you how he can stand on one foot and jump up and down a couple times. Awesome. I mean, I just read a story about a young kid successfully fighting off a dog that was attacking his sister, getting 90 stitches for his efforts but saving his sister's life. But yeah, you almost go two inches into the air, bud. Nice work!
(kidding, of course. He's very advanced)
Anyways, I'd have been more annoyed if there wasn't also a shiny new PR waiting for me. I had just sent a couple friends the stroke PR (because they don't track CYDY like I do and I was the reason they invested) about all the shots on goal and how there absolutely will come a time when we five-hole the keeper. Getting a BLA filed and in the approval process adds another huge catalyst to the list.
And here's the key.
We are not going to be able to supply enough Leronlimab for any of the markets we are hoping to get approval for. At least not right away. There will be a lag time between getting an approval and being able to scale up production appropriately. Not to mention that each label extension and approval requires even more Leronlimab. So as soon as we have an approval we sell out almost immediately. And we continue to sell out for the next year or two, in my opinion. There'll be a waitlist like Harley's back in the day, creating additional value because it's "hard" to get. I don't care if it's Botswana that wants it. I don't care if somehow we get approved for genital warts first. I'm down for it no matter how long it takes because once that first domino drops it'll be a long run of additional falling dominoes.
I was up this morning at 5:30am because my son often gets up early. It's a special kind of torture to be woken up from a deep sleep (that you need because wine is delicious) because your kid wants to show you how he can stand on one foot and jump up and down a couple times. Awesome. I mean, I just read a story about a young kid successfully fighting off a dog that was attacking his sister, getting 90 stitches for his efforts but saving his sister's life. But yeah, you almost go two inches into the air, bud. Nice work!
(kidding, of course. He's very advanced)
Anyways, I'd have been more annoyed if there wasn't also a shiny new PR waiting for me. I had just sent a couple friends the stroke PR (because they don't track CYDY like I do and I was the reason they invested) about all the shots on goal and how there absolutely will come a time when we five-hole the keeper. Getting a BLA filed and in the approval process adds another huge catalyst to the list.
And here's the key.
We are not going to be able to supply enough Leronlimab for any of the markets we are hoping to get approval for. At least not right away. There will be a lag time between getting an approval and being able to scale up production appropriately. Not to mention that each label extension and approval requires even more Leronlimab. So as soon as we have an approval we sell out almost immediately. And we continue to sell out for the next year or two, in my opinion. There'll be a waitlist like Harley's back in the day, creating additional value because it's "hard" to get. I don't care if it's Botswana that wants it. I don't care if somehow we get approved for genital warts first. I'm down for it no matter how long it takes because once that first domino drops it'll be a long run of additional falling dominoes.
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